SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $206,818 | -4.8% | 6,090 | -0.1% | 0.02% | -20.0% |
Q2 2023 | $217,289 | -10.2% | 6,095 | -29.2% | 0.02% | -32.4% |
Q3 2022 | $242,000 | +5.2% | 8,607 | +44.8% | 0.04% | +12.1% |
Q3 2021 | $230,000 | -33.5% | 5,946 | -32.4% | 0.03% | -21.4% |
Q2 2021 | $346,000 | +195.7% | 8,793 | +182.4% | 0.04% | +121.1% |
Q1 2021 | $117,000 | +7.3% | 3,114 | +2.9% | 0.02% | -17.4% |
Q4 2020 | $109,000 | -99.9% | 3,027 | -39.6% | 0.02% | -71.2% |
Q3 2020 | $160,014,000 | -5.7% | 5,013 | -9.5% | 0.08% | -14.9% |
Q2 2020 | $169,709,000 | +3250.6% | 5,537 | +2725.0% | 0.09% | +3033.3% |
Q1 2020 | $5,065,000 | -29.3% | 196 | -8.0% | 0.00% | -25.0% |
Q4 2019 | $7,165,000 | – | 213 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Engines Advisors L.L.C. | 37,307,305 | $1,233,005,000 | 29.32% |
MCIA Inc | 674,064 | $22,278,000 | 21.75% |
Riverpoint Wealth Management Holdings, LLC | 1,172,299 | $38,744,000 | 21.53% |
COOPER/HAIMS ADVISORS, LLC | 615,312 | $20,336,000 | 15.04% |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 862,045 | $28,491,000 | 15.00% |
Pacific Edge Advisors, LLC | 799,480 | $26,423,000 | 14.57% |
TD Ameritrade Trust Co | 1,118,129 | $36,954,000 | 14.06% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 543,684 | $17,968,000 | 14.00% |
Peachtree Investment Advisors, Inc. | 569,439 | $18,820,000 | 13.63% |
Apriem Advisors | 1,793,436 | $59,273,000 | 13.32% |